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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,770 | $160,070-47.0% | $147,117-42.4% | $145,897-41.9% |
| Participation rate | 57.9% | 84.0%-26.1pp | 82.2%-24.3pp | 80.3%-22.4pp |
| Annual return | 20.29% | 98.69%-78.4pp | 420.54%-400.3pp | 552.29%-532.0pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,233 | $8,419-37.8% | $8,065-35.1% | $6,689-21.8% |
| Admin fee / account holder | $194 | $15,035-98.7% | $12,993-98.5% | $13,390-98.6% |